KWM

Kiker Wealth Management Portfolio holdings

AUM $177M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.42M
3
+$6.21M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.14M
5
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$5.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.74%
2 Consumer Discretionary 5.12%
3 Financials 3.81%
4 Industrials 3.54%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$306K 0.25%
+1,827
77
$305K 0.25%
+15,585
78
$301K 0.24%
+513
79
$296K 0.24%
+732
80
$292K 0.24%
+7,948
81
$259K 0.21%
+2,953
82
$239K 0.19%
+1,647
83
$231K 0.19%
+2,292
84
$222K 0.18%
+7,067
85
$210K 0.17%
+433
86
$160K 0.13%
+2,704
87
$155K 0.13%
+4,191
88
$142K 0.12%
+4,605
89
$93.1K 0.08%
+705
90
$83.3K 0.07%
+2,142
91
$81.5K 0.07%
+203
92
$81.5K 0.07%
+1,780
93
$81.2K 0.07%
+1,303
94
$78.6K 0.06%
+682
95
$75.6K 0.06%
+2,886
96
$72.7K 0.06%
+1,377
97
$70.2K 0.06%
+218
98
$69.4K 0.06%
+1,622
99
$65.4K 0.05%
+270
100
$61.6K 0.05%
+533
2 3
4
5 6